Plan Ledger DOL Form 5500 · updated monthly

Buxton Company401(k)

BUXTON COMPANY 401(K) SAVINGS PLAN · FORT WORTH, TX · plan year 2024

Reported admin expense ratio · 2024
0.51%

Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works

Buxton Company reported $61,928 in plan administrative expenses for 2024: 0.51% of average plan assets, higher than ~75% of peers. Employer contributions averaged $3,266 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.35% to 0.51%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 2,646th-largest of 5,688 plans among Texas employers on file, and the 932nd of 2,096 in real estate & leasing. In 2024, employees put in $2.61 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$13,076,229
Participants with balances164
Active participants130
Employer contributions$424,580
Employee contributions$1,106,103
Employer contribution per active participant$3,266
Average account balance$79,733
Benefits paid to participants$2,393,536
Plan auditUnmodified (clean) audit opinion
AuditorPSK LLP
Plan history3
Yearassets · accounts · employer contribution
2024$13.1M · 164 accts · $425K emplr
2023$11.4M · 136 accts · $371K emplr
2022$8.5M · 137 accts · $316K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$21,750
Investment management$40,178
Total administrative$61,928
The Buxton Company 401(k) match · 2024
Employer contribution per active participant$3,266
Median for plans this size$2,416
2024$3,266 per active participant
2023$2,970 per active participant
2022$2,546 per active participant

Buxton Company's 2024 employer contribution ran above the $2,416 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
WELLS FARGO ADVISORS LLC · Investment advisory (plan)$40,178
CAPITAL GROUP RETIREMENT PLAN SERVI$19,450
JULY BUSINESS SERVICES · Contract administrator$2,300

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$61,928 · 0.51%
2023$48,212 · 0.48%
2022$34,385 · 0.35%
Same employer
Similar plansReal Estate & Leasing · Texas
Trademark Property Company TX$14.9M · 0.29%
Spirit Realty Capital, Inc. TX$13.5M · 0.65%

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Source: U.S. Department of Labor, Form 5500 series, EIN 752541014 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.